PEQKX
Pioneer Equity Income-K
$31.07
0.00 (0.00%)
Currency in USD / Last Updated: 4/22/2024
Category | Large Cap Value |
---|---|
Market Cap | 1184.761M |
52 Week High | 32.43 |
52 Week Low | 26.19 |
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Key Data
Symbol | PEQKX |
---|---|
Type | Mutual Fund |
Category | Large Cap Value |
Price | 31.07 |
Price Yesterday | 31.07 |
Market Cap | 1,184.76 |
YTD Return | 3.60% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 5000000 |
Redeption Fee | 0 |
Prospectus | 0.0066 |
Overview
52 Week High | 32.43 |
---|---|
52 Week Low | 26.19 |
Market Cap | 1,184.76M |
Shares Outstanding | 38.13M |
Income Dividend Yield | 2.14% |
Long Term Dividend Yield | 15.57% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 17.70% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 17.66% |
One Months | -25.09% |
Three Months | 20.39% |
Six Months | 33.16% |
Nine Months | 7.00% |
One Year | 10.50% |
Three Years | 4.94% |
Five Years | 7.47% |
Ten Years | 8.59% |
YTD | 12.28% |
Since Inception | 10.23% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.32% |
One Month | -2.26% |
Three Months | 4.74% |
Six Months | 15.25% |
Nine Months | 5.20% |
One Year | 10.44% |
Three Years | 15.51% |
Five Years | 43.29% |
Ten Years | 127.65% |
YTD | 3.60% |
Since Inception | 200.66% |
Yearly Returns
2024 | 3.60% |
---|---|
2023 | 7.75% |
2022 | -7.93% |
2021 | 26.00% |
2020 | 0.20% |
2019 | 25.90% |
2018 | -8.57% |
2017 | 15.36% |
2016 | 19.57% |
2015 | 0.63% |
Risk against SP-DA
Alpha | -10.54% |
---|---|
Beta | 0.88 |
Correlation | 85.86% |
Downside Deviation | 2.83% |
Coefficient of determination | 73.72% |
Standard Deviation | 3.49% |
Sharpe Ratio | -1.05 |
Sortino | -4.51 |
Treynor | 5.82 |
Ulcer Index | 3.96 |
Ulcer Performance Index | -3.22 |